Breakwater Capital Group’s NextEra Energy NEE Stock Holding History

Breakwater Capital Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	17,079 +659	+4%	+$59.6K	0.18%	128
2026 Q1	$1.53M	Buy	16,420 +1,435	+10%	+$128K	0.2%	115
2025 Q4	$1.2M	Buy	14,985 +147	+1%	+$12.2K	0.17%	131
2025 Q3	$1.12M	Buy	14,838 +719	+5%	+$52.5K	0.17%	133
2025 Q2	$980K	Buy	14,119 +1,507	+12%	+$105K	0.16%	132
2025 Q1	$894K	Buy	12,612 +3,013	+31%	+$213K	0.16%	129
2024 Q4	$688K	Buy	9,599 +1,083	+13%	+$84.1K	0.14%	150
2024 Q3	$720K	Buy	8,516 +411	+5%	+$32.1K	0.15%	136
2024 Q2	$574K	Buy	8,105 +649	+9%	+$46K	0.13%	152
2024 Q1	$477K	Sell	7,456 -727	-9%	-$42.6K	0.12%	161
2023 Q4	$465K	Buy	8,183 +908	+12%	+$51.7K	0.13%	146
2023 Q3	$425K	Buy	7,275 +4,074	+127%	+$282K	0.15%	133
2023 Q2	$238K	Buy	+3,201	New	+$242K	0.09%	184

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Breakwater Capital Group's NEE Position: Q2 2026 in Review

Breakwater Capital Group increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $59.6K and bringing the position to 17,079 shares worth $1.5M. The position accounts for 0.18% of the portfolio, ranked #128.

Breakwater Capital Group first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Breakwater Capital Group held 17,079 shares of NextEra Energy worth $1.5M as of Q2 2026.
Breakwater Capital Group bought 659 NextEra Energy shares in Q2 2026, an estimated $59.6K.
NextEra Energy made up 0.18% of Breakwater Capital Group's portfolio in Q2 2026, its #128 holding.
Breakwater Capital Group first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
Breakwater Capital Group's NextEra Energy position peaked at $1.53M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.